Earlier this year, we facilitated a client survey with a subset of our client base. One of the resounding desires for many was insights or...
READ MORE“I’ll take 2022 investment questions for $1,000, Alex!”
by Trey Pittenger | Aug 24, 2022 | Financial Planning, P&A Articles
On June 16th, 2022, the S&P 500 was -24% from its previous high which occurred only seven months prior. Most of the downside pain was...
READ MOREWhat is loss trading?
by Trey Pittenger | Apr 28, 2022 | Investment Management, P&A Articles
In a recent devotional I read, the writer started with, “Life is a series of battles and blessings, battles and blessings, battles and...
READ MORECharitable endeavors & generosity
by Trey Pittenger | Mar 16, 2022 | Charitable Giving, P&A Articles
Over the years, we have been proactive in telling our clients about strategies they can use to be philanthropic. One of those strategies is to...
READ MOREA repricing of investment assets
by Trey Pittenger | Jan 26, 2022 | Investment Management, P&A Articles
The stock market is going through a period of repricing. The following data is through 1/24/22: As you’ve noticed, volatility in the equity...
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